DIGITIMES observes that as AI servers and high-speed networking equipment continuously pursue higher data transmission rates, printed circuit boards (PCBs) are being upgraded through...
Microsoft's early adoption of TSMC's 2nm process, a US$2 billion manufacturing partnership between TSMC and GlobalFoundries, and delays to Google's next-gen TPU highlight diverging...
Taiwan's optical communications suppliers posted a sharp revenue increase in September 2026, far outpacing major power supply manufacturers in percentage growth as demand for faster...
Leveraging Singapore as its regional hub, Huawei has expanded hardware deployments, such as servers, across data centers in the Association of Southeast Asian Nations (ASEAN) region...
Meta's recent introduction of its personal AI agent, Muse, has renewed interest in AI assistants capable of operating across devices. Unlike conventional...
The US International Trade Commission's (USITC) decision on October 9 to investigate 20 suppliers of AI server power systems, most of them Taiwanese or Chinese companies and their...
DIGITIMES observed that as AI computing has hit a bottleneck from the memory wall, data storage and data movement have become extensions of the computing task, also reshaping the role...
TSMC reported consolidated revenue of about NT$511.86 billion (approx. US$16.1 billion) for September 2026. That was up 54.6% from NT$330.98 billion a year earlier and down 0.6% from...
Demand for agentic AI in commercial and consumer markets was rising rapidly, and the market appeal of consumer services such as Meta Muse was expanding. In agentic AI tasks, large...
This excerpt from DIGITIMES analyst Luke Lin's podcast looks at TSMC's rumored Texas expansion, Intel's 14A and 18A process debate, and Qualcomm's high bandwidth compute (HBC) push...
DIGITIMES Intelligence observes that AI applications are moving through a clear progression: from early classification AI focused on feature recognition, to generative AI capable of...
Taiwan-based server original design manufacturers (ODMs) have long been key partners for cloud service providers (CSPs) through the ODM-direct model, but the model's share is declining...
DIGITIMES Intelligence forecasts global electric vehicle (EV) sales to reach 22.34 million units in 2026, representing a modest 6.5% year-over-year increase—a sharp deceleration...
In a recent interview on the DIGITIMES podcast, Dr. Shin-Puu Jeng, chairman of the International Microelectronics and Packaging Society (IMAPS) and a former longtime TSMC...
